Small Businesses

401(k) Plans for Small Businesses: Smarter Investments and Lower Fees

As a small business, you want to provide your employees with valuable planning options so they can enjoy a successful retirement. But that’s often more challenging than it should be. From poor investment strategies to high fees, many 401(k) plans do not deliver on employees’ best interests. We help you understand your current plan and how you can improve on it for the benefit of your employees.

“We believe investors should pay for thoughtful advice, not commissions on product sales.”

Our team of financial advisors understand your small business challenges. That’s why we offer you something unique: smarter 401(k) investments, transparent pricing, and personalized service. Our services include helping your business create an investment policy statement (IPS), creating asset allocation models consistent with your IPS, and continual monitoring of your plan’s investment performance.

Our 401(k) service gives your business the opportunity to offer your employees better retirement planning options and several distinct advantages, including:

Tailored Investments

Our plan is based on investment strategies that are tailored to your business’ needs. What’s more, our advisors help you create a list of investment options your employees will understand and have our help implementing.

Transparent Pricing

Our fees are completely transparent. Unlike many 401(k) plans, we do not charge hidden costs or sell extraneous financial products.

Personalized Service

Our team delivers personal attention to ensure all your needs are covered. Plus, we’ll schedule individual consultations with your employees to answer any questions and set them up for success.